Avity Investment Management’s American Electric Power AEP Stock Holding History

Avity Investment Management’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$920K	Sell	6,724 -650	-9%	-$85.6K	0.06%	72
2026 Q1	$967K	Sell	7,374 -550	-7%	-$68.8K	0.07%	69
2025 Q4	$914K	Buy	7,924 +650	+9%	+$76.8K	0.06%	67
2025 Q3	$818K	Buy	7,274 +2,150	+42%	+$235K	0.06%	68
2025 Q2	$532K	Buy	5,124 +50	+1%	+$5.2K	0.04%	80
2025 Q1	$554K	Buy	5,074 +550	+12%	+$55.7K	0.04%	71
2024 Q4	$417K	Buy	4,524 +150	+3%	+$14.5K	0.03%	81
2024 Q3	$449K	Sell	4,374 -650	-13%	-$63.4K	0.03%	78
2024 Q2	$441K	Buy	5,024 +2,550	+103%	+$223K	0.04%	73
2024 Q1	$213K	Buy	+2,474	New	+$201K	0.02%	107

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avity Investment Management's AEP Position: Q2 2026 in Review

Avity Investment Management reduced its American Electric Power (AEP) stake by 8.8% in Q2 2026, selling an estimated $85.6K and leaving 6,724 shares worth $920K. The position accounts for 0.06% of the portfolio, ranked #72.

Avity Investment Management first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $967K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Avity Investment Management held 6,724 shares of American Electric Power worth $920K as of Q2 2026.
Avity Investment Management sold 650 American Electric Power shares in Q2 2026, an estimated $85.6K.
American Electric Power made up 0.06% of Avity Investment Management's portfolio in Q2 2026, its #72 holding.
Avity Investment Management first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
Avity Investment Management's American Electric Power position peaked at $967K in Q1 2026.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.